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Aspect Partners’s Raymond James Financial RJF Stock Holding History

Aspect Partners’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.14K Sell
47
-10
-18% -$1.52K ﹤0.01% 354
2026
Q1 		$8.25K Hold
57
– – ﹤0.01% 292
2025
Q4 		$9.15K Hold
57
– – ﹤0.01% 287
2025
Q3 		$9.84K Buy
57
+9
+19% +$1.49K ﹤0.01% 304
2025
Q2 		$7.36K Hold
48
– – ﹤0.01% 325
2025
Q1 		$6.67K Sell
48
-3
-6% -$466 ﹤0.01% 307
2024
Q4 		$7.92K Sell
51
-6
-11% -$906 ﹤0.01% 315
2024
Q3 		$6.98K Hold
57
– – ﹤0.01% 312
2024
Q2 		$7.05K Hold
57
– – ﹤0.01% 308
2024
Q1 		$7.32K Hold
57
– – 0.01% 307
2023
Q4 		$6.36K Buy
+57
New +$5.87K ﹤0.01% 306

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Aspect Partners's RJF Position: Q2 2026 in Review

Aspect Partners reduced its Raymond James Financial (RJF) stake by 18% in Q2 2026, selling an estimated $1.52K and leaving 47 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Aspect Partners first reported a position in RJF in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.84K in Q3 2025. 899 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Aspect Partners held 47 shares of Raymond James Financial worth $7.14K as of Q2 2026.
  • Aspect Partners sold 10 Raymond James Financial shares in Q2 2026, an estimated $1.52K.
  • Raymond James Financial made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #354 holding.
  • Aspect Partners first reported a position in Raymond James Financial in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Raymond James Financial position peaked at $9.84K in Q3 2025.
  • 899 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.